See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,200 | $73,867-94.3% | $143,757-97.1% | $68,494-93.9% |
| Participation rate | 65.4% | 66.7%-1.3pp | 80.3%-14.9pp | 67.9%-2.5pp |
| Annual return | -23.49% | 1.01%-24.5pp | -0.04%-23.4pp | -7.84%-15.6pp |
| Employer contribution / active EE | $839 | $3,184-73.7% | $4,951-83.1% | $2,596-67.7% |
| Participant deferral / active EE | $1,531 | $3,384-54.8% | $5,637-72.8% | $4,027-62.0% |
| Admin fee / account holder | $120 | $5,755-97.9% | $14,673-99.2% | $5,403-97.8% |